Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>Intel Down But Not Out -- Reportedly Wins Major Microsoft Foundry Contract; Significant Interest from Nvidia and Google</li>
<li>AMD CEO Lisa Su Presents to U.S. Senate -- Taiwan is America’s Key Ally in the AI Chip Race</li>
<li>Mediatek Approaching Potential Share Catalyst at Computex Taiwan; Nvidia PC PC Announcement Expected</li>
</ul>


Intel Down But Not Out -- Reportedly Wins Major Microsoft Foundry Contract; Significant Interest from Nvidia and Google
AMD CEO Lisa Su Presents to U.S. Senate -- Taiwan is America’s Key Ally in the AI Chip Race
Mediatek Approaching Potential Share Catalyst at Computex Taiwan; Nvidia PC PC Announcement Expected


Taiwan Tech Weekly: Intel Foundry Gains Big Tech Interest; AMD CEO Champions Taiwan in D.C

<ul>
<li>Key Taiwan Server Names Soar; Delta Electronics Major Winner of Nvidia's Conference</li>
<li>TSMC (2330.TT; TSM.US): Raising Growth Target to 25%+ YoY in 2024F</li>
<li>Memory Monitor: Micron Leapfrogging Into HBM3E for AI; Nanya Lagging Peers But Poised to Benefit </li>
</ul>


Key Taiwan Server Names Soar; Delta Electronics Major Winner of Nvidia's Conference
TSMC (2330.TT; TSM.US): Raising Growth Target to 25%+ YoY in 2024F
Memory Monitor: Micron Leapfrogging Into HBM3E for AI; Nanya Lagging Peers But Poised to Benefit 


Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

<ul>
<li>Nvidia GTC Conference This Week Likely to Create Newsflow for Many Tech Names</li>
<li>Samsung Could Hike NAND Flash Prices by 20%; Silicon Motion for Exposure</li>
<li>TSMC Reportedly Placing Orders for Additional Advanced Packaging Capacity, Likely In Response to Demand Strength</li>
</ul>


Nvidia GTC Conference This Week Likely to Create Newsflow for Many Tech Names
Samsung Could Hike NAND Flash Prices by 20%; Silicon Motion for Exposure
TSMC Reportedly Placing Orders for Additional Advanced Packaging Capacity, Likely In Response to Demand Strength


Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul><li>Taiwan's panel industry is leveraging AI technology for advancements in microLED optical communications.</li><li>Pegatron experienced a significant earnings drop of over 60% in Q1 2026 but expects recovery from AI-driven PC demand.</li><li>Alibaba is facing margin pressures due to heavy AI investments, while Foxconn updates on AI server orders and EV partnerships.</li></ul>

Taiwan's panel industry is leveraging AI technology for advancements in microLED optical communications.Pegatron experienced a significant earnings drop of over 60% in Q1 2026 but expects recovery from AI-driven PC demand.Alibaba is facing margin pressures due to heavy AI investments, while Foxconn updates on AI server orders and EV partnerships.

Tech Supply Chain Tracker (15-May-2026): Taiwan panel sector evolves with AI in microLED

<ul><li>Horizon Robotics is at the forefront of China's advancements in autonomous driving technology, indicating a significant shift in the automotive industry.</li><li>Foxtron's acquisition plans for Luxgen have raised concerns among investors, highlighting potential instability in the electric vehicle market.</li><li>The ASEAN region is experiencing a surge in global semiconductor IDM investments, reflecting a growing focus on technology development and manufacturing capabilities.</li></ul>

Horizon Robotics is at the forefront of China's advancements in autonomous driving technology, indicating a significant shift in the automotive industry.Foxtron's acquisition plans for Luxgen have raised concerns among investors, highlighting potential instability in the electric vehicle market.The ASEAN region is experiencing a surge in global semiconductor IDM investments, reflecting a growing focus on technology development and manufacturing capabilities.

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

Taiwan

Pegatron Corp is a design, manufacturing and service company. The Company produces motherboards, desktop PCs, notebooks, broadband, wireless systems, game consoles, networking, multimedia, LCD TV, and more.

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Pegatron Corp (4938 TT)

Taiwan Tech Weekly: Intel Foundry Gains Big Tech Interest; AMD CEO Champions Taiwan in D.C

Intel secures Microsoft contract, AMD emphasizes Taiwan alliance in AI chip race, Mediatek poised for growth at Computex Taiwan.

Vincent Fernando, CFA

Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally

The market was generally positive after Nvidia's GTC conference last week with key Taiwan server and other AI-linked names rising substantially....

Vincent Fernando, CFA

Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand

Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...

Vincent Fernando, CFA

Tech Supply Chain Tracker (15-May-2026): Taiwan panel sector evolves with AI in microLED

Taiwan's panel industry is leveraging AI in microLED tech, while Pegatron faces a Q1 earnings drop but expects recovery; Alibaba and Foxconn...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

Horizon Robotics advances China's autonomous driving, Foxtron's Luxgen deal raises concerns, Wistron and Pegatron support Health2Sync, while BOE...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Taiwan Tech Weekly: Intel Foundry Gains Big Tech Interest; AMD CEO Champions Taiwan in D.C

​Intel secures Microsoft contract, AMD emphasizes Taiwan alliance in AI chip race, Mediatek poised for growth at Computex Taiwan.

Vincent Fernando, CFA

Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally

The market was generally positive after Nvidia's GTC conference last week with key Taiwan server and other AI-linked names rising substantially....

Vincent Fernando, CFA

Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand

​Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...

Vincent Fernando, CFA

Tech Supply Chain Tracker (15-May-2026): Taiwan panel sector evolves with AI in microLED

Taiwan's panel industry is leveraging AI in microLED tech, while Pegatron faces a Q1 earnings drop but expects recovery; Alibaba and Foxconn...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

Horizon Robotics advances China's autonomous driving, Foxtron's Luxgen deal raises concerns, Wistron and Pegatron support Health2Sync, while BOE...

Tech Supply Chain Tracker

Intel secures Microsoft contract, AMD emphasizes Taiwan alliance in AI chip race, Mediatek poised for growth at Computex Taiwan.

Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...